JPMorgan's head of internet and equity research in APAC says Alibaba, Tencent and Baidu to dominate fintech and VR but there's opportunity for start-ups.
Matt Porzio, Intralinks vice president of strategy provides his outlook on dealmaking this year. We're seeing strong performance out of Europe, APAC and even Latin America, says Porzio. '
Amazon might be muscling its way into delivery services, but this is not necessarily a competitive issue for traditional logistics companies such as UPS.
A busy year from M&A plays is expected even amid uncertainties from capital controls in China and Trump's administration, JPMorgan’s co-head of APAC M&A said.
Robbert van Trooijen, APAC CEO of Maersk Line, says this year will be more profitable than the last.